This guide describes how to change the oil on a VW Type 4 engine. It is geared towards a bus, but for the most part it should apply to other models and makes equipped with the Type 4 engine (VW Type 4, Porsche 912E, Porsche 914). To make it easier and with the hobbyist with a limited toolset in mind, the bus is kept on the ground. A seasoned mechanic with access to heavier equipment would most probably lift the vehicle.
While the whole process, including oil strainer cleaning and oil filter replacement is described, they are not necessary to do at each oil change. Check the service intervals on your owner's manual to decide when you need to do these.
The most essential items you will need to do an oil change. Note that the picture is simply showing one brand and grade of engine oil for the sake of example, but not advocating for its use
Unlike other procedures in your car, and perhaps except for the oil itself, the parts required for doing an oil change are cheap. Do yourself a favour and order each set more than once. It can be a lifesaver if you lose or damage any part, and it will save you postage fees for the next oil change if you ordered them online.
Unless your old strainer is damaged, a new one is optional. But it can save you the time to clean the old strainer. You can then keep the old strainer, clean it in your own time, and swap them on the next oil change. Also, oil strainers are made of aluminum and thus relatively fragile, so if you happen to crush one of them, you will then have a replacement.
Good to have
Use the torque wrench for tightening only, you do not want to overstress the torque limiting mechanism while applying lots of force. Use the regular wrench for undoing nuts and bolts.
If you use lbf·ft where you are, you will be better equipped with an inch pound torque wrench for low torques such as here. Torque wrenches with a pound foot scale tend to have a wider range and are less accurate on the lower torque band.
As the filter is obviously filled with oil (half a liter/quart of it), a thick black mass will start quickly dripping out of the filter as soon as you remove it from the thread. Have your oil pan ready for it underneath. If your pan is not large enough to cover all the places where oil is dripping from now (oil strainer, oil drain, oil filter holes), put the filter in another container and then pour the oil back to your pan. Alternatively, assemble the oil strainer and drain plug first, and then undo the filter.
When removing the oil strainer nut, you will notice the old crush washer will be firmly attached to it. Use a thin knife or metal plate to pry it out and then replace it by the new washer.
Do not overtighten the oil strainer nut. This is probably the most important thing you need to watch out for while doing the oil change. Keep to the torque spec of max 13 N·m or 9 lbf·ft. Do yourself a favour and get a torque wrench. If you are however in the middle of nowhere only armed with a regular socket wrench and sticks and stones, get it tight and then a tiny bit more.
Fitting the oil strainer and the two sandwiched gaskets while lying on the floor on a tight space and trying to keep it level is not everyone's idea of fun. An easier way is to attach the gaskets to the strainer so you are dealing with only one part. Glue them up with something that's oil and temperature resistant and that's easy to remove next time you need to replace the gaskets. I use Hylomar M (non-setting gasket compound) as it was what I happened to have at hand last time. I've heard of other folks using grease for instance. Your mileage might vary.
In a pinch, if you do not have a new copper washer for the drain plug, you can anneal the old one by heating it with a propane torch after removal. This will soften and expand the metal, preparing it for a fresh crush.
If you forget to put back the oil cap, you will be creating a vacuum leak in the crankcase. The oil filler is not part of the oil circuit, so the oil pressure will not be affected. But other than potentially adding contaminants to the sump (e.g. you've been driving offroad with the cap off), the main issue is the vacuum leak, which won't allow the engine to run well. Particularly in fuel-injected engines, you will be introducing unmetered air to the intake, the symptom of which is a poor idle, generally stalling the engine.
While checking for leaks, you might want to put a cardboard on the floor underneath the engine. This will help you see the most obvious leaks, particularly if some oil was already spilled on the floor during the change.
There seems to be one school of thought that favours prefilling the filter before fitting it in, as opposed to fitting it dry. As described in Tom Wilson's "How to rebuild your Volkswagen air-cooled engine", pp148, the idea behind it is to speed priming at engine start.
|Bolt / nut||Torque (N·m)||Torque (lbf·ft)||Socket size (mm)|
|Drain plug bolt||22||16||19|
|Engine oil sump||Max. capacity (l)||Max. capacity (U.S. qt)||Max. capacity (Imp. qt)|
|- with filter change||3.5||3.7||3.1|
|- w/o filter change||3.0||3.2||2.6|
Ah, you've happened to reach a very hot topic, and outside of the scope of this guide.
Folks with more expertise than I have been discussing this at length, so I'll just point you to that conversation and some other resources to make your own decision. For instance, this website, despite the "welcome to the 90s" look goes into the concepts related to oil characteristics and usage in a very concise and clear way.
I myself ended up picking up the same grade the previous owner had been running the bus with for the last 10 years.
Just get one of the OEM ones for VW's 021115351A:
From what I gather, some folks in the US also recommend the NAPA Gold 1521 or the WIX 51521.
Note that only Mann and Mahle seem to be doing their own filters. All of the rest outsource fabrication to one of a set of companies. Often the same filter manufacturer delivers filters to different companies. While not exactly for the same filter model, if you want to learn more about oil filter manufacturing, their quality and more, you can check out this great comparison of German (read for VWs) oil filters
While not used for an oil change, in case you are wondering about the inspection plate, its main purpose in a bus is to house an engine heater, used in cold climates to pre-heat the oil to ease engine start. In Type 4 engines on the Porsche 914, it used to house the oil temperature sensor, with a modified plate and cover often referred to as the taco plate for its supposed resemblance to a taco. As such, some bus owners use that location with either a modified aftermarket or an original Porsche taco plate to mount their oil temperature senders. Regardless of its name, very little inspection, if at all, can be made from the inspection plate.
Also not used for an oil change, you might have noticed the big screw for the oil pressure relief valve. The valve effectively controls the flow of oil depending on its temperature, e.g. allowing it to bypass the cooler on startup. To better understand this, I recommend reading the Lubrication notes from the IAC forum and the Dual Relief Oiling System post on the Samba forum.